Update Pipedrive Records
Keep your Pipedrive data up-to-date and accurate, no manual data entry or coding needed. With the Update Pipedrive Records Bot, you can automatically apply changes to the Pipedrive record of your choice based on the information added to the document.Try automation, it’s free!
What the Bot does
The Bot pre-fills the fields of an existing Pipedrive record with data from a document based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot when you need to automatically update customer information or order details in a Pipedrive record based on changes in a sales order or contact form.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 65 Workspaces
- Installed 352 times in the last 30 days
- 100% success rate
Get your automated workflows up and running in minutes with the Update Pipedrive Records. No coding required.
Map fields in a document to data in the Pipedrive entity
Configure Bot settings
First, connect to your Pipedrive account. Once connected, pick the Pipedrive entity and the related entity (if any). Next, select a starting record by adding search fields. Then, specify what information from the document will be used to update the Pipedrive record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can range from a specific date, document data, user roles, email, or name. E.g., select a Name field in the contact form and tell the Bot to export data to a Pipedrive Organization record when this field has been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get your Pipedrive record updated in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Pipedrive record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update Pipedrive Records in action
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Install the Update Pipedrive Records to automate your document workflows
Other Bots often used with the Update Pipedrive Records
Create Pipedrive Records Bot Pre-fill from Pipedrive Records Export to Pipedrive Bot Forbid Declining Revision Bot Rename Flow on Documents Completion Bot Make Calculations in Documents
Speed up repetitious tasks with no write code
Implement Update Pipedrive Records Bot
Begin a new Flow and transfer forms or generate documents right in the system to initialize the Bots option. Choose an appropriate software robot from the list.
Set it up
Open up the Bot configuration menu. Complete all the required fields to define general and advanced settings. Don’t forget about determining activation circumstances in order to avoid false activations (you can include several circumstances).
Figure out the way it operates
Execute the workflow and discover the results. Ensure the software robots operate properly. If something doesn’t work, check the Bots log to fix the errors and run your Flow once again.
Export to HubSpot Bot Create Shopify Records Bot Set Expiration of Step Assignment Bot Prefill from Microsoft Dynamics 365 via FetchXML Bot Invoke MS Dynamics 365 Workflow on Completion Forbid Discarding Changes Bot MyOwnConference Bot WebinarJam Bot WebinarNinja Bot Business Hangouts Bot EverWebinar Bot GoMeetNow Bot